+30.6%
VCIT vs RGEN
+508.6%
-478.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.1% | 0.0% |
| 7D | +0.7% | +3.5% | -2.7% | +0.6% |
| 30D | +1.8% | +2.9% | -1.1% | +1.7% |
| 3M | -1.6% | +9.2% | -10.7% | -1.9% |
| 6M | -2.1% | +44.9% | -47.0% | -3.2% |
| YTD | -1.6% | +9.2% | -10.8% | -2.1% |
| 1Y | -0.8% | +25.3% | -26.1% | -1.7% |
| 3Y | +19.9% | +21.7% | -1.8% | +18.2% |
| 5Y | +3.3% | -34.5% | +37.8% | +2.4% |
| 10Y | +30.6% | +478.9% | -448.3% | +29.3% |
| All | +30.6% | +508.6% | -478.0% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RGEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling